Haverford Trust Company’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Hold |
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|
2025
Q1 | $363K | Sell |
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|
2024
Q4 | $508K | Sell |
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|
2024
Q3 | $556K | Sell |
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|
2024
Q2 | $625K | Hold |
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|
2024
Q1 | $601K | Sell |
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|
2023
Q4 | $749K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $303K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $29K | Buy |
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